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Dimensional US High Profitability ETF

498 hedge funds and large institutions have $8.87B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 248 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
376
LRI Investments
Florida
$442K
WKWM
377
Walter & Keenan Wealth Management
Indiana
$440K
BPWM
378
Badgley Phelps Wealth Managers
Washington
$438K
AWM
379
Angeles Wealth Management
California
$437K
BCA
380
Bay Colony Advisors
Massachusetts
$436K
5NPW
381
55 North Private Wealth
Florida
$424K
NFW
382
Noble Family Wealth
Florida
$415K
RIM
383
Rockbridge Investment Management
New York
$413K
PWM
384
Perigon Wealth Management
California
$413K
DEM
385
Disciplined Equity Management
Florida
$412K
SF
386
Summit Financial
New Jersey
$411K
QCIG
387
Quad-Cities Investment Group
Iowa
$408K
HA
388
Hanover Advisors
South Carolina
$397K
PL
389
Plancorp LLC
Missouri
$390K
AWM
390
Avondale Wealth Management
Texas
$377K
CAM
391
Clark Asset Management
New Hampshire
$373K
US Bancorp
392
US Bancorp
Minnesota
$364K
ASN
393
Advisory Services Network
Georgia
$356K
SFM
394
Signet Financial Management
New Jersey
$356K
PNC Financial Services Group
395
PNC Financial Services Group
Pennsylvania
$355K
PWMG
396
Pioneer Wealth Management Group
Texas
$354K
RYA
397
Richard Young Associates
Georgia
$340K
Brown Advisory
398
Brown Advisory
Maryland
$336K
AIA
399
AssuredPartners Investment Advisors
Florida
$321K
FAT
400
First American Trust
California
$315K